Business Valuation Contacts

A business valuation is a critical component of a business owner’s strategic and personal planning process. Applied Economics is regularly engaged by publicly-traded and privately-held middle market businesses, private equity firms, and referred by local and national law and accounting firms to provide valuation services for a variety of purposes. Our valuation opinions are fully defensible and documented to withstand scrutiny from the IRS, SEC or other regulatory bodies. Our valuation work has been reviewed and accepted by major public accounting firms, as well as the IRS and the American Society of Appraisers. Our business valuation services include fair market value opinions used for the following purposes:

Gift, Estate, Charitable, Income Tax

Employee Stock Compensation, IRC 409A, Restricted Stock, IRS 83(b)

Reorganization, Restructuring, C to S Conversion, Bankruptcy

Corporate Planning, Succession Planning, Buy-Sell Agreements

Employee Stock Ownership Plans (ESOPs)

Asset Holding Companies, Family Limited Partnerships

Applied Economics has performed valuations for clients across a variety of industries including software, technology, business services, healthcare, pharmaceuticals, publishing and media, financial services, manufacturing, retail, and consumer products.

Business Valuation Relevant Experience

Examples of our valuation engagements include:

Valued restricted stock of a public company in conjunction with the issuance of common stock to directors and key employees

Valued the common stock of a civil and environmental consulting engineering firm with over 100 employees in connection with the initial purchase of a controlling interest by the company’s ESOP plan for ERISA and DOL compliance purposes

Valued shares of common stock of a start-up diagnostics company in conjunction with the negotiation of an investment by a Russia-based private equity company

Valued business units of a NYSE public company in conjunction with the tax free spin-off to a newly formed publicly-traded company incorporated under the laws of Luxembourg

Valued an international restaurant franchise in conjunction with the administration of the majority shareholder’s estate

Valued the common stock of a government software provider in connection with the initial purchase of a controlling interest by the company’s ESOP plan and subsequent annual valuations for ERISA and DOL compliance purposes

Valued the equity of two independent manufacturers of healthcare and industrial products for the determination of the appropriate allocation of stock in the merged company

Valued the equity of a national alcoholic beverage distributor and its subsidiaries in connection with the formation of a joint venture with a multi-state wholesale liquor and wine distributor

Valued the common and preferred stock of a mortgage REIT owned by a NYSE traded multi-bank holding company in connection with an IRS examination